Bergan Kdv Wealth Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 284 shares of IGIB stock, worth $14,836. This represents 0.0% of its overall portfolio holdings.

Number of Shares

284

Previous 1,406 79.8%

Holding current value

$14,836

Previous $72,000 80.56%

% of portfolio

0.0%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$50.09 - $51.62 $56,200 - $57,917	-1,122 Reduced 79.8%	284 $14,000
Q1 2023 Apr 27, 2023	SELL	$49.38 - $52.0 $535,279 - $563,680	-10,840 Reduced 88.52%	1,406 $72,000
Q4 2022 Jan 31, 2023	SELL	$47.0 - $50.83 $320,352 - $346,457	-6,816 Reduced 35.76%	12,246 $606,000
Q3 2022 Oct 24, 2022	SELL	$47.86 - $52.82 $272,227 - $300,440	-5,688 Reduced 22.98%	19,062 $920,000
Q2 2022 Jul 13, 2022	SELL	$49.95 - $54.8 $29.6 Million - $32.5 Million	-592,865 Reduced 95.99%	24,750 $1.26 Million
Q1 2022 May 09, 2022	BUY	$54.28 - $58.95 $1.02 Million - $1.11 Million	18,846 Added 3.15%	617,615 $33.9 Million
Q4 2021 Jan 28, 2022	SELL	$58.91 - $60.23 $4.9 Million - $5.01 Million	-83,215 Reduced 12.2%	598,769 $35.5 Million
Q3 2021 Nov 12, 2021	BUY	$60.06 - $61.16 $16.3 Million - $16.6 Million	271,338 Added 66.08%	681,984 $41 Million
Q2 2021 Aug 10, 2021	BUY	$59.11 - $60.52 $1.63 Million - $1.67 Million	27,630 Added 7.21%	410,646 $24.9 Million
Q1 2021 May 11, 2021	BUY	$58.97 - $61.74 $3.53 Million - $3.69 Million	59,787 Added 18.5%	383,016 $22.7 Million
Q4 2020 Feb 04, 2021	BUY	$60.52 - $61.79 $1.28 Million - $1.31 Million	21,205 Added 7.02%	323,229 $20 Million
Q3 2020 Nov 05, 2020	BUY	$60.3 - $61.57 $1.34 Million - $1.37 Million	22,292 Added 7.97%	302,024 $18.4 Million
Q2 2020 Aug 13, 2020	BUY	$54.37 - $60.39 $2.13 Million - $2.37 Million	39,248 Added 16.32%	279,732 $16.9 Million
Q1 2020 Apr 24, 2020	SELL	$50.43 - $60.2 $711,516 - $849,361	-14,109 Reduced 5.54%	240,484 $13.2 Million
Q4 2019 Feb 10, 2020	SELL	$57.47 - $58.27 $75,630 - $76,683	-1,316 Reduced 0.51%	254,593 $14.8 Million
Q3 2019 Nov 08, 2019	BUY	$56.54 - $58.42 $226 - $233	4 Added 0.0%	255,909 $14.8 Million
Q2 2019 Aug 12, 2019	BUY	$54.67 - $56.95 $14 Million - $14.6 Million	255,905 New	255,905 $14.6 Million
Q3 2018 Nov 09, 2018	SELL	$52.89 - $53.58 $12,323 - $12,484	-233 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	$52.87 - $53.52 $12,318 - $12,470	233 New	233 $25,000

Others Institutions Holding IGIB

# of Institutions

692

Shares Held

229M

Call Options Held

24.1K

Put Options Held

5.8K

View Full List

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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Bergan Kdv Wealth Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History